Full-Time
Client Technical Services
Posted on 3/14/2023
Digital platform facilitating access to alternative investments
Compensation Overview
$75,000 - $95,000
Junior, Mid
Greenwich, CT, USA
- 3+ years of experience in client focused support
- Bachelor's Degree with previous experience in a client service or technical support role
- Strong interpersonal and communication skills and a client-friendly demeanor
- Able to meet deadlines and work effectively under pressure
- Able to multi-task and work both independently and as a team player
- Familiar with alternative investments is preferred
- Respond to technical inquiries from users across all iCapital's digital solutions, including the main platform and client white label sites for investments, advisor training and education, and portfolio analytics
- Effectively trouble-shoot basic technical issues and escalate as needed, providing timely resolutions
- Lead demos of iCapital's software for clients, service providers, and other partners
- Synthesize customer feedback and collaborate with Investor Relations, Technology, and other departments to optimize the user experience
- Technical expertise including comfort with spreadsheets, business intelligence tools, and an understanding of databases (experience with SQL is a plus)
iCapital is a global fintech leader that has significantly transformed the alternative investment marketplace by providing streamlined, scalable digital solutions and educational resources. Their robust technology and services, including diligence, compliance, and portfolio analytics capabilities, have revolutionized how wealth management, banking, and asset management industries facilitate client access to a wide range of private investments. Furthermore, iCapital's commitment to democratizing alternatives has enabled organizations to offer direct investments and feeder funds at lower minimums, thus expanding beyond the traditional 60/40 portfolio.
Company Stage
Series C
Total Funding
$717.3M
Headquarters
New York, New York
Founded
2013
6 month growth
↑ 8%1 year growth
↑ 19%2 year growth
↑ 73%Benefits
COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan
Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Unlimited PTO
Parental Leave